Lending Operations Analyst

Posted 7 Days Ago
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5 Locations
In-Office
68K-102K Annually
Junior
Fintech • Financial Services
The Role
The Lending Operations Analyst develops business intelligence reports, analyzes data trends, and collaborates across teams to enhance operational performance for Lending Operations.
Summary Generated by Built In

Empowered to live. Inspired to work.
Compeer Financial is a member-owned cooperative located in Illinois, Minnesota and Wisconsin. We bring together team members with a variety of backgrounds and experiences to help provide financial services to support agriculture and rural communities. Join us in a culture that not only promotes meaningful work and professional development, but provides a flexible, hybrid work environment and excellent benefits, which empower you to thrive both personally and professionally.

How we support you:

  • Hybrid model – up to 50% work from home
  • Flexible schedules including ample flexibility in the summer months
  • Up to 9% towards 401k (3% fixed Compeer contribution plus up to 6% match)
  • Benefits: medical, dental, vision, HSA/FSA, life & AD&D insurance, short-term and long-term disability, wellness program & EAP
  • Vacation, sick leave, holidays/floating holidays, parental leave, and volunteer paid time off
  • Learning and development programs
  • Mentorship programs
  • Cross-functional committee opportunities (i.e. Inclusion Council, emerging professional groups, etc.)
  • Professional membership/certification reimbursement and more!

Casual/seasonal & intern team members are not eligible for benefits except for state-mandated programs.

To learn more about Compeer Financial visit www.compeer.com/careers. 

Where you will work: This position offers a hybrid work option up to 50% and is open to any Compeer office location in Illinois, Minnesota and Wisconsin.

The contributions you will make: This position is responsible for the development and improvement of business intelligence reports and analytical support that help drive operational performance and decision-making. Delivers key insights on trends and data relationships to assist with business planning and decision support for the Lending Operations teams.

A typical day: 

Reporting 

  • Works closely with Lending Operations management to understand and maintain focus on specific data needs, including identifying key metrics and delivering actionable analysis.
  • Develops and supports data analysis frameworks that will support daily, weekly and monthly operational reporting for all functional teams. 
  • Constructs reports utilizing Power BI, SalesForce and SQL to drive insight for lending operations leadership.
  • Gather, analyze, and evaluate business data to identify actionable insights, and implement recommendations that drive measurable improvements in productivity and efficiency.
  • Leverages the data warehouse for reporting and serves as the Lending Operations liaison with the data management team.
  • Works with multiple areas of the business to ensure data accuracy and troubleshoot issues.
  • Works with the enterprise database team to ensure data is accurate and liaises with technical teams to close the gap on data quality and enhance portfolio of data available.
  • Develop automated reporting packages to run efficiently on a recurring basis, including maintenance and storage of reporting output.

Forecasting and Planning 

  • Acts as a liaison with stakeholders to understand forecasting models to predict demand, resource allocation and operational capacity.
  • Collaborates with leadership and stakeholders to align forecasts with organizational goals and strategic objectives.
  • Utilizes all business intelligence tools and drives consistent usage and understanding of report delivery tools to identify risks and opportunities to facilitate positive business and operational results. 

Data Analytics and Optimization 

  • Implements reporting and operating cadence to measure and monitor all facets of Lending Operations.
  • Proactively analyzes data to answer key questions from Lending Operations leadership and to determine what drives performance.
  • Uses data to create reports and insights, recommending practical solutions to help leadership make effective operational and strategic decisions. 
  • Analyzes key performance indicators to measure productivity and prepare reporting packages based on monthly and quarterly results.
  • Performs ad-hoc analysis of quantitative and qualitative data sources to identify opportunities for process improvements, resource management and efficiency gains.
  • Performs ongoing assessment of analytics tools and dashboards to assess usability, efficacy and adoption based on user.
  • Synthesizes data to provide leaders with actionable insights for strategy input.

The skills and experience we prefer you have: 

  • Bachelor’s degree in agribusiness, business administration, mathematics, economics, statistics or related field or an equivalent combination of education and experience sufficient to perform the essential functions of the job.
  • 3+ years of analytical experience, preferably in business operations and/or finance.
  • Experience using Power BI software and knowledge of SQL.
  • Experience in finance, analytics, sales ops or other related fields. SaaS experience.
  • Strong computer skills, including MS Office applications (Word, Excel and PowerPoint).
  • Strong knowledge of data mining, evaluation, analysis and dealing with imperfections in data.
  • Technical background and understanding of reporting, analytics, data management, business intelligence solutions.
  • Effective verbal and written communication skills with the ability to present data and technical information to non-technical audiences.
  • Strong interpersonal skills, including the ability work and collaborate with key business partners and build strong professional relationships at all levels.
  • Demonstrated advanced analytical skills and proven problem-solving skills with a high level of critical thinking.
  • Passionate about understanding the business and building scalable, repeatable analytics.

How we will take care of you:

Our job titles may span more than one career level (associate, senior, principal, etc.). The actual title and base pay offered is dependent upon many factors, such as: training, transferable skills, work experience, business needs and market demands. The base pay range is subject to change and may be modified in the future. This role is eligible for variable compensation and other benefits.

Base Pay
$67,700$102,200 USD

Compeer Financial is an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, or any other characteristic protected by law.

Must be authorized to work for any employer in the United States. Compeer is unable to sponsor or take over sponsorship of an employment visa at this time.

Click here to view federal employment laws applicable for applicants.

Top Skills

MS Office
Power BI
Salesforce
SQL
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The Company
HQ: Sun Prairie, WI
853 Employees
Year Founded: 2017

What We Do

SmartStream is a recognised leader in financial transaction management solutions that enables firms to improve operational control, reduce costs, build new revenue streams, mitigate risk and comply accurately with regulations. By helping its customers through their transformative digital strategies, SmartStream provides a range of solutions for the transaction lifecycle with artificial intelligence and machine learning technologies embedded - which can also be deployed in the cloud or as managed services. As a result, more than 2,000 clients—including 70 of the world’s top 100 banks, rely on SmartStream Transaction Lifecycle Management (TLM®) solutions to deliver greater efficiency to their operations.

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